EverSource Wealth Advisors’s Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B BDXB Stock Holding History

EverSource Wealth Advisors’s Portfolio BDXB Stock Details BDXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11	Closed	-$547	–	2638
2023 Q1	$547	Hold	11	–	–	﹤0.01%	2200
2022 Q4	$551	Hold	11	–	–	﹤0.01%	2187
2022 Q3	$1K	Buy	+11	New	+$551	﹤0.01%	1949

Other funds holding BDXB

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

EverSource Wealth Advisors's BDXB Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B (BDXB) in Q2 2023, closing a stake of 11 shares — an estimated $547 sold.

EverSource Wealth Advisors first reported a position in BDXB in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold BDXB as of Q2 2023.

EverSource Wealth Advisors reported no remaining Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 11 Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B shares in Q2 2023, an estimated $547.
EverSource Wealth Advisors first reported a position in Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B in Q3 2022 and held it in 3 quarters.
EverSource Wealth Advisors's Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B position peaked at $1K in Q3 2022.
2 funds tracked by Wall St. Rank held Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.